Chanthy Oeur
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006164
- Location
- Geelong VIC 3220
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 28 November 2016
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce, Deakin University (2004); Certificate of Superannuation Management, ASFA (2004); Certified Financial Planner (CFP), FPA (2006); Diploma of Financial Services (Financial Planning), Tribeca (2006); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- Association of Superannuation Funds Australia (ASFA); Australian Institute of Superannuation Trustees (AIST); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Chanthy Oeur
Chanthy Oeur is a financial adviser in Geelong, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001006164.
Chanthy provides advice as an authorised representative of Fortnum Private Wealth Ltd, which holds Australian financial services licence 357306. That authorisation dates from 28 November 2016.
The register records 2006 as the year Chanthy first provided financial advice. The qualifications listed for Chanthy include Bachelor of Commerce (Deakin University, 2004), Certificate of Superannuation Management (ASFA, 2004) and Certified Financial Planner (CFP) (FPA, 2006). Professional memberships recorded: Association of Superannuation Funds Australia (ASFA), Australian Institute of Superannuation Trustees (AIST) and Financial Advice Association of Australia (FAAA).
Chanthy is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Chanthy Oeur a registered financial adviser?
Yes. Chanthy Oeur is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006164.
Which licensee does Chanthy Oeur work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Chanthy Oeur give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; derivatives.